Exclusive: Intel's new CEO explores big shift in chip manufacturing business

[dkr1986]

es, Intel did post something like that....

It is still posted in their website. Are they still lying?

 

[Daniel Nenni]

What a ridiculous title. Intel Foundry never had a shot at Apple business.

Is this the same person? Or did AI steal an identity?

https://www.linkedin.com/in/naumanhk/

Intel (INTC) May Kill 18A in Billion-Dollar Bid for Apple, Nvidia
Nauman khan
Wed, July 2, 2025 at 4:58 AM PDT

Yahoo is using AI to generate takeaways from this article. This means the info may not always match what's in the article. Reporting mistakes helps us improve the experience.

Key Takeaways

• Intel CEO Lip-Bu Tan is considering ending marketing of its 18A process to focus on 14A technology due to struggles in winning new external customers.
• The potential shift could lead to a one-time write-off of several hundred million to potentially over a billion dollars, with the board expected to decide on the matter at its fall meeting.
• 
  
• Intel will continue to honor 18A commitments to Amazon and Microsoft, while investors will be monitoring whether a pivot to 14A can deliver the performance gains and customer wins Tan is aiming for.

 

[siliconbruh999]

What a ridiculous title. Intel Foundry never had a shot at Apple business.

Is this the same person? Or did AI steal an identity?

https://www.linkedin.com/in/naumanhk/

Intel (INTC) May Kill 18A in Billion-Dollar Bid for Apple, Nvidia
Nauman khan
Wed, July 2, 2025 at 4:58 AM PDT

Yahoo is using AI to generate takeaways from this article. This means the info may not always match what's in the article. Reporting mistakes helps us improve the experience.

Key Takeaways

• Intel CEO Lip-Bu Tan is considering ending marketing of its 18A process to focus on 14A technology due to struggles in winning new external customers.
• The potential shift could lead to a one-time write-off of several hundred million to potentially over a billion dollars, with the board expected to decide on the matter at its fall meeting.
• 
  
• Intel will continue to honor 18A commitments to Amazon and Microsoft, while investors will be monitoring whether a pivot to 14A can deliver the performance gains and customer wins Tan is aiming for.

Also how does 18A is getting killed for Nvidia and Apple this has to pass through AI multiple times

 

[MKWVentures]

well Intel got 2 customers(AWS/Microsoft) ON 18a you can say the volume for those customer is low but saying no customers is kind of misleading

You are correct.... they did announce customers so i may have exaggerated with "no customers" .... my bad

but even then, lets talk IF the production stepping that is used in servers for those two customers tapes out on 18A. LBT has things changing more quickly than I expected.

@dkr1986

 

[Daniel Nenni]

You are correct.... they did announce customers so i may have exaggerated with "no customers" .... my bad

but even then, lets talk IF the production stepping that is used in servers for those two customers tapes out on 18A. LBT has things changing more quickly than I expected.

@dkr1986

I am not aware of any 18A external tape-outs thus far and that includes Amazon and Microsoft. Maybe we will hear more about customers on the next investor call. With the staffing cuts that is going to be a big call.

 

[BruceA]

For any fabless to gain confidence in IFS requires four things
1) Accurate and Stable PDK
2) high yield
3) schedule confidence
4) track record

Not sure why anyone thinks after last three generations Intel would deliver on 14A

Being on Lip-Bu’s personal Rolodex won’t help Intel fix these